NES one User Guide Instruction Manager
Contents
1. Add client aeomp ene OOO fd ay Cd Town omy Cd County O Postcode sd First name wt mae Cd View Terms amp Conditions CI agree to the terms and conditions of use of this web site Add dient Client Date options AJl iv 55 Any Street London Nw4 8UT 55 Any Street London NW4 8UT 55 Any Street London Nw4 8UT View clients All x Address Report type Status XYZ Estate Agents Delivered XYZ Estate Agents XYZ Estate Agents Delivered Cancelled Previous Next Terms and conditions Support Privacy Website Terms and conditions Support Privacy In order to initiate a relationship with a client you need to complete this screen A red asterisk Add client Client company name Client company address 25 Main Road od od ay Td Town om cu Td Postcode First name Tony Last name View Terms amp Conditions agree to the terms and conditions of use of this web site Page 23 denotes a mandatory item An example of a completed DFG Solicitors mra i creen is shown here Telephone 0123654789 E mail dfgsolicitors zyxisp com Website Po Terms and conditions Support Privacy User Guide Instruction Manager v1 0 January 2009 Note that the View Terms amp Conditions box is checked to denote that the terms have been read These terms govern the use of Instruction Manager specifically and are2. Instruction Manager v1 0 January 2009 To view and or change your information click the My Account link Client company name XYZ Estate Agents Telephone 020723692369 Client company address 12 Any Street Mobile E mail andy spencer boltblue com Website Locality Password lecccccee Town City London Repeat password eecsecsecseeseee County Postcode NW5 4DW Title Mr First name Andy Last name Spencer Terms and conditions Support Privacy Any of the information within this screen can be changed by you Note that items marked with a red asterisk are mandatory items To change your email address which is also your user name click into that field highlight the email address and overtype Click Save changes to exit the screen and save the change To discard the changes made on this screen and return to the main menu click Cancel You are advised to change the password initially assigned to you as it is system generated and not easily remembered To change your password click into the first Password field and overtype the dots Repeat the action with the Repeat password field Click Save changes to exit and save the change You will note that there is a strength indicator beside the password field You will not be allowed to save a Weak password To understand the strength in
3. Time Add a note to the instruction Note Click the link and select the date you need Set an appointment Appointment Date lt gt Sun Mon Tue Wed Thu Fri Sat 28 29 30 31 1 2 3 4 5 6 7 B 9 10 i 12 13 14 15 1l I7 18 19 20 21 4 2 25 26 27 28 Time Add a note to the instruction Note Max 100 characters 4 4 Writing the EPC or report and delivering it to the client Having made the appointment the report can be started and completed Report id N A Preferred phone 0207444444 Bedrooms 3 Other phone Client Smith Mr Don Contact e mail Client ref 1234567 AB Status Appointment Address 55 Any Street London NW4 8UT Set an appointment Appointment Date 15 Jan 2009 a dd MMM yyyy Cancel appointment Add a note to the instruction Max 100 characters Change appointment Reject instruction View history notes Start report Terms and conditions Suppor Click Start report Page 28 User Guide Instruction Manager v1 0 January 2009 vanced address locator E NES one Number or name 55 Street Road ao 55 Ann Street LONDON SE18 7LS m Locality Tips for Advanced search address matching Town City London i Postcode NW 4 8UT Complete at least three lines of the address you want to match Always use the house number where one exists rather than the house name 55 Ann Street Virtually
4. Town City Postcode o Property type House i M No ofbedrooms 3 Your reference 1234567 AB sid Key location Main contact for Cl Contact 2 Optional Contact 3 Optional Contact type Vendor i Contact type Estate Agent Contact type Contact name Contact name ontact name Page 7 User Guide Instruction Manager v1 0 January 2009 House number Name Street and Postcode are mandatory Instruction address House number Name 55 Street Any Street Locality Town City London Postcode NW4 8UT 3 2 3 Contacts Access contact information for the use of the assessor has to be entered At least one contact is required but optionally two more can be entered The more information that is given here the better as good contact information will expedite the making of the appointment for the inspection L gt alale LA and indeed the report itself Instruction Instruction address i3 Report Energy Performance Certificate v House number Name 55 Assessor Smith Mr Andrew v Street Any Street Property type House v Locality No of bedrooms 3 v Town City London Your reference 1234567 AB Postcode NW4 8UT Key location At Property v Main contact fer acess Cl Contact 2 Optional Contact 3 Option ontact
5. Respond Actions Junk E mail E Options ii Find OneNote From support nesltd co uk To anc Ce Subject Your report has been delivered The report you instructed on 55 Ann Street LONDON SE18 7LS has been lodged and delivered to you The report has the Report Reference Number 6668 7957 6206 4828 2648 and the NES one PRRN 42347 Please log on to the NES one Instruction Manager to retrieve the report Note that email gives both the official Report Reference Number RRN that will be on the report and the internal NES one PRRN Provisional Report Reference Number Your list of instructions shows the status Delivered against the instruction 1 wi Status Offered Delivered j Accepted Cancelled Date options All iv Fron o Appointment made Unassigned MMA a Reference Repurt id Address Report tyne Status view 3 34567 AB 55 Any Street London Nw4 8UT 1234569 Report 55 Any Street London NW4 8UT 1234567 AB 55 Any Street London Nw4 8UT Cancelled Previous Next You can retrieve the report by clicking the Report link 2 Alternatively click View 3 to achieve a similar result Manage instructio CR re a NES one Property House Main contact Vendor J Report type Energy Performance Certificate Contact name Adrian Vend Report id 42347 Preferred phone 02044444444 Bedrooms 3 Other phone Instructed to Smith Mr Andrew Contact e mail Reference no 1234567 AB
6. 29 09 2008 17 02 34 Withdraw j Previous Next Your list of clients is displayed Click Withdraw next to the client you wish to terminate the relationship with The screen below shows the Withdrawn status of the altered relationship Client manageme a g on NES one og Delivered instructions Status Status date AAA Agency Accepted 25 09 2008 14 17 51 Withdraw Previous Next XYZ Estate Agents Accepted 29 09 2008 17 02 34 Withdraw Ali s agency Withdrawn 5 01 2009 22 50 04 5 2Managing relationships the client perspective The client can manage their assessors In the first instance an assessor will set up the electronic relationship but from that point on the client is the party that determines who is within the relationship and can invite other assessors to join it This is to ensure that the client has the service they desire You as the client can see who is within the relationship that you are the client of gt Manage assessors ae My Account g Log off Don Smith From your Welcome screen click the Manage assessors link Page 33 User Guide Instruction Manager v1 0 January 2009 These inspectors can complete instructions Membership number Company Status Remove Smith Mr Andrew NHEROO1020 JS Energy Assessments Accepted Re activate Stanton Mr Andrew SAVA001012 A amp J Smith Energy Assessors Ltd Withdrawn From this screen you can add more assessors to the relationship remove assessors
7. 3 Click View history notes 4 to view the history of this instruction and any added notes Instruction history G NES one BEE K a History information about the current instruction Modified by Status 06 10 2008 17 16 14 Spencer Mr Andy Appointment made This appointment will be met 06 10 2008 17 07 38 Smith Mr Andrew Appointment made Appointment made 06 Oct 2008 18 30 06 10 2008 15 29 21 Smith Mr Andrew Accepted Instruction accepted 06 10 2008 15 27 30 Spencer Mr Andy Offered Instruction offered to inspector 06 10 2008 15 27 30 Spencer Mr Andy Offered Ring vendor after 6pm Previous Next Click Back to return to the instruction From this status the assessor will proceed to write their report and once lodged the status of the instruction will change to Delivered and notification by email will be forwarded to you that the report is available to be picked up This is achieved as follows Page 16 User Guide Instruction Manager v1 0 January 2009 3 5 Receiving the EPC or report Firstly you will receive an email advising you that the report is delivered and asking you to log in to NES one and Instruction manager to obtain the report QUe AAA Ga Message QAQ XADE amp eww BY A a 6 Dy Related Reply Reply Forward Delete Moveto Create Other Block J Not Junk Categorize Follow Mark as Send to to All Folder Rule Actions Sender s Up Unread K Select OneNote
8. Inspector tel 0870 837 6565 All contacts Inspector e mail andrew spencer123 tiscali co uk Address 55 Any Street Status Delivered London Nw4 8UT Appointment Appointment Date 08 S dd MMM yyyy Time HH mm Add a note to the instruction Max 100 characters Add note View history notes Terms and conditions Supp Page 17 User Guide Instruction Manager v1 0 January 2009 Click View report to collect the report Supporting documents m Y Q m Uv oO i Asset Rating The RRN is shown 1 Two icons are shown 2 These are icons for the report itself in this case an Energy performance Certificate EPC and because it is an EPC for an existing dwelling an Asset Rating is displayed as well The contents of this screen will change according to the product that has been instructed and delivered Click on the icons to retrieve the pdf or file in a relevant different format for example the Asset Rating is a ong graphics file for use in particulars This stage completes the end to end lifecycle of an instruction 3 6 Personal details My Account As a client user you can manage your login details and your other personal and corporate information Navigate to your home welcome page NES one Welcome to instr gt New Instruction gt Instruction Management gt Manage Members gt Log off Andy Spencer Page 18 User Guide
9. NES one Welcome to instru gt New Instruction gt Instruction Management gt Manage Members gt My Account gt Log off Andy Spencer Clicking this link displays the following page Page 4 User Guide Instruction Manager v1 0 January 2009 Report Assessor Property type No of bedrooms Your reference Key location Contact type Contact name Preferred phone Other phone Contact e mail Useful notes Max 100 characters outline here 3 2 1 Instruction Report Assessori Property type No of bedrooms Your reference Key location Contact type Contact name Other phone Contact e mail Useful notes Select Select Select v o Main contact for access Vendor b Doo Do i Loo Confirm This page allows for the entry of all the details of the instruction This data entry is described in Instruction address 4 Street Locality Town City Postcode C Contact 2 Optional Contact type Contact name Preferred phone Other phone Contact e mail Create new instructic ain contact for Estate Agent o i i i Do i i Doo Instruction address Street Locality Town City Postcode Cl contact 2 Option Contact name Other phone Contact e mail House number Name House number Name
10. appointment Manage instruction faa z NES o Property House Main contact Vendor Report type Energy Performance Certificate Contact name Adrian Vend Report id N A Preferred phone 0207444444 Bedrooms 3 Other phone Client Smith Mr Don Contact e mail Client ref 1234567 AB Status Accepted Address 55 Any Street London NW4 8UT Appointment Date 15 Jan 2009 Bal dd MMM yyyy Add a note to the i Reject instruction Terms and condit Enter the date and time 1 Click the Make appointment button 2 to set the appointment This moves the status to Appointment and allows for the report to be initiated o NES one Manage instruction Property House Main contact Vendor Report type Energy Performance Certificate Contact name Adrian Vend Report id N A Preferred phone 0207444444 Bedrooms 3 Other phone Client Smith Mr Don Contact e mail Client ref TT z Status Address 55 Any Street London NW4 8UT Set an appointment Appointment Date 15 Jan 2009 aj dd MMM yyyy Time HH mm Bc xe Add a note to the instruction Note Max 100 characters Change appointment Reject instruction Back View history notes Start report Terms and conditions Support Page 27 User Guide Instruction Manager v1 0 January 2009 To facilitate the entering of the date there is a calendar control next to the date field Address 5 L i Set an appointment Appointment Date
11. in addition to those governing the wider use of NES one To view them click View Terms amp Conditions 1 They are shown here Terms and Conditions Windows Internet Explorer http 82 113 139 37 NESone internalTest tcim html Norton teeny Soe Gay Losiny ww My A Mra Grok SHO B NES one Report service incorporating the SAVA HCR Online and the NHER EPC Online Terms and Conditions NES one Instruction Manager is a service provided by National Energy Services Ltd NES to facilitate the transfer of instructions for the production of reports between the instructing organisation and the reporting organisation The service provides information about the status of report production and facilitates report retrieval by the instructing organisation NES accepts no liability for the content of instructions or the content or fitness for purpose of reports produced as a result of these instructions The purpose of the service is to provide a link between an instructing organisation and a small number of preferred inspectors or assessors It is not intended to be used as panel management software by organisations whose prime purpose is to undertake panel management on a commercial basis NES reserves the right to withdraw the service from individual inspectors or assessors if in the opinion of NES the service is being abused Close Click Close to close this pop up window Click Add client 2 to add the client sav
12. is displayed with icons providing links to the relevant documents The list of instructions within Instruction manager shows the instruction as Delivered Status X Offered M Delivered Client All Accepted M cancelled Date options All M Appointment made Action Client ref Report id Address View 444444 127 high street mk mk111at View 344344343 127 high street milton keeynes mk View hjgjhgjhgjha 1 4 minster road london nw23ra View 5656565666 12 any street london nw23ra View 665656656565 4456 High Stree on atford lt _ View 1234567 AB 45309 55 Any Street London NW4 8UT Wios 1724SA7 AR 47247 inw T Annan Khad R Page 30 Report type EPC EPC HCR EPC EPC Client AAA Agency AAA Agency AAA Agency AAA Agency AAA Agen AAA Agency YV7 Ectata Anantec User Guide Instruction Manager v1 0 Status Accepted Accepted Accepted Accepted Appointment made Delivered Nalivearad January 2009 An email has been sent to the client informing them that the report is in this status ia Ldi Idil PP ol T a ee a Cc Subject Your report has been delivered The report you instructed on 55 Ann Street LONDON SE18 7LS has been lodged and delivered to you The report has the Report Reference Number 8171 6229 4560 4245 7096 and the NES one PRRN 45309 Please log on to the NES one Instruction Manager to retrieve the report The client s display will show the same status
13. the instruction and track its progress 3 3Instruction management statuses The Instruction Management menu item allows you to review instructions view their status manage instructions pass and receive information relating to the instruction and receive the final report Click Instruction Management on your home page g New Instruction 3 gt Instruction Management gt Manage Members gt My Account g Log off Andy Spencer 3 3 1 Viewing instructions A screen listing your instructions appears Page 10 User Guide Instruction Manager v1 0 January 2009 Instruction managemer SE NES one pA ay 3 sH x E 4 1 T amp E ty Ss lt a a M N i 7 Status Offered Delivered M Accepted Cancelled Date options All From a To o e E Appointment made Unassigned RNE YYY ERRETEN Action Reference Report id Address Report type Status 1234569 Report 55 Any Street London NW4 8UT EPC Delivered Previous Next View Terms and conditions Support Privacy In the example above only one instruction is showing and the list can obviously be much longer This screen allows you to filter search your list of instructions as well as view them The filters are at the top of the screen Instructi jer PA uction manage G NES one gt Moffered Delivered M Accepted F Cancelled Date options All iy From eal Unassigned Ap
14. type Vendor Ni Contact name Preferred phone Other phone Co tast e mail Useful notes Firstly select the Contact type Main contact for access Contact type Vendor Contact name Vendor Preferred phone Estate Agent Conveyencer Other phone Family Neighbour Other Contact e mail Then complete the rest of the fields for the main contact for access Note that Contact name and Preferred phone i e at least one phone number are mandatory Page 8 User Guide Instruction Manager v1 0 January 2009 L l Main contact for access Cl Co Preferred phone fo Other phone Contact e mail Useful notes A second and third contact can be entered by clicking the check box next to the heading for each g Contact 2 Optional h ontact 3 Opt Contact type Estate Agent Contact name HI Information for each is entered in the same way as for the first contact 3 2 4 Notes The final step in creating a new instruction is to enter any notes or additional information you might have that would aid the assessor in completing this instruction Contact e mail Contact e mail L Cancel Confirm Terms and c Note the oO symbol Clicking this symbol wherever seen in the system provides relevant information about the current section In thi
15. 1020 JS Energy Assessments Accepted NHER001070 PIMSS Unassigned SAVA001012 A amp J Smith Energy Assessors Ltd Withdrawn Remove Re activate Stanton Mr Andrew Click the Remove link next to the assessor to be removed from the list G NES one Membership Number to add Add This assessor cannot be withdrawn yet as they still have 5 instructions in progress for you These inspectors can complete instructions Name Membership number Company Status Remove Smith Mr Andrew NHER001020 JS Energy Assessments Accepted Smith Mr Simon NHER001070 PIMSS Unassigned Re activate Stanton Mr Andrew SAVA001012 A amp J Smith Energy Assessors Ltd Withdrawn If there are outstanding instructions you cannot complete the removal If there are no outstanding instructions the status of this assessor will be reset to Withdrawn and the Re activate flag set Page 36 User Guide Instruction Manager v1 0 January 2009 5 2 3 Re activating an assessor To re activate an assessor click the Re activate link next to their name Manage users BIG 2 Membership Number to add Add t i These inspectors can complete instructions Name Status Remove Smith Mr Andrew NHER001020 JS Energy Assessments Mr Simon NHER001070 PIMSS Unassigned ath 4 Re activate Stanton Mr Andrew SAVA001012 A amp J Smith Energy Assessors Ltd Withdrawn This has the effect of re inviting them to join the r
16. 42347 55 Any Street London Nw4 8UT XYZ Estate Agents Delivered 1234569 42257 55 Any Street London NW4 8UT XYZ Estate Agents Delivered 1234567 AB 55 Any Street London Nw4 8UT XYZ Estate Agents Cancelled Previous Next The above screen shows two clients You can withdraw from a relationship at any time though if there are outstanding instructions you will be required to reject them or finish them before the withdrawal becomes effective a Instruction manage i E cet a Status V Offered Delivered Client All Accepted Cancelled Date options All Appointment made Client ref Address Report id 444444 127 high street mk mk111at View 344344343 127 high street milton keeynes mk View hjgjhgjhgjhg 1 4 minster road london nw23ra View 5656565666 12 any street london nw23ra View 665656656565 44562 127 High Street Stony Stratford M View 1234567 AB 45309 55 Any Street London NW4 8UT View 1234567 AB 42347 55 Any Street London Nw4 8UT View 1234569 42257 55 Any Street London NW4 8UT 1234567 AB 55 Any Street London Nw4 8UT View clients Navigate to the client list by clicking View clients Page 32 User Guide Instruction Manager v1 0 January 2009 Ei 5 Client management G a NES one Delivered instructions Status Status date 7 AAA Agency Accepted 25 09 2008 14 17 51 Withdraw Ali s agency Accepted 07 11 2008 12 56 08 Withdraw XYZ Estate Agents Accepted
17. NES one User Guide Instruction Manager 1 Introduction This User Guide outlines how to use the Instruction Manager functionality within the NES one system After a general description of Instruction Manager there are two main sections e Instruction Manager for the client e Instruction Manager for the assessor The first Instruction Manager for the client covers how to use this system as a provider of EPC and other report instructions to Domestic Energy Assessors DEAs Home Inspectors HIs On Construction DEAs OCDEAs Commercial Energy Assessors CEAs and Public Building Energy Assessors PBEAs In other words it is Instruction Manager from the perspective of the estate agent letting agent conveyancer landlord etc Hereafter in this document these users will be called clients The second section Instruction Manager for the assessor describes how DEAs Hls OCDEAs CEAs and PBEAs use the system Hereafter in this document these users will be called assessors Contents 2 General Description 3 Instruction Manager for the client 3 1 Getting started 3 2 Offering a new instruction 3 2 1 Instruction 3 2 2 Instruction address 3 2 3 Contacts 3 2 4 Notes 3 3 Instruction management statuses 3 3 1 Viewing instructions 3 3 2 Instruction details 3 4 Managing the instruction statuses Page 1 User Guide Instruction Manager v1 0 January 2009 3 5 Receiving the EPC or report 3 6 Personal details My Account 4 I
18. all properties have numbers even if a name is being used Always input the full street and town names do not abbreviate If a match is still not made on the first attempt try more searches using different parts of the address in particular the number and street fields on their own LONDON SE18 7LS Requesting an address to be added should be seen as the last resort Once the address has been confirmed it cannot be changed Central Register Disclaimer Add address Energy Assessors are informed that all third party data which the Register provides as part of the Services including but not limited to Post Office Address File PAF Met Office Degree Days Data and CIBSE Benchmark Data is supplied as is without any warranty as to its accuracy or completeness Address related queries can only be resolved if they are raised with Landmark prior to their lodgement into the Register If you cannot find the address you are looking for after a number of advanced searches it will need to be added to the system Once an address has been requested it will appear within 24 Central Register Clicking this button takes you straight to the advanced address locator and the report writing process is started The process is the same as for all report writing and therefore is not documented here Having stated that however the report type and date of inspection are carried forward ype of report Energy Performance Certificate Sun Mon Tu
19. as yours Click into the instruction via the View link and click View report or go directly to the report via the Report Id link to obtain the report EPC RRN 8171 6229 4500 4245 7096 Supporting documents m pe 3 il m Uv 3 M Asset Rating The above is the view of the documents through Instruction Manager The client will not see any additional information uploaded by the assessor Page 31 User Guide Instruction Manager v1 0 January 2009 5 Managing relationships 5 1Managing relationships the assessor perspective You as an assessor can set up as many clients as you wish Therefore if you have preferred supplier relationships with multiple organisations you can establish them as separate clients and manage them through the one interface Instruction manageme O NES or 3 Nw VC Status Offered Delivered Client All iv Accepted Cancelled Date options All From RE V Appointment made dd MMM Yyyy dd MMM Yyyy Client ref Address Status 444444 127 high street mk mk111at AAA Agency Accepted 344344343 127 high street milton keeynes mk AAA Agency Accepted hjgjhgjhgjha 1 4 minster road london nw23ra AAA Agency Accepted 5656565666 12 any street london nw23ra AAA Agency Accepted 665656656565 44562 127 High Street Stony Stratford M AAA Agency Appointment made 1234567 AB 45309 55 Any Street London NW4 8UT AAA Agency Delivered 1234567 AB
20. ble Instruction Report Home Condition Report Member Smith Mr Andrew m Property type Select i No of bedrooms icine Your reference Key location Maisonette No of bedrooms select the number of bedrooms within the property Page 6 User Guide Instruction Manager v1 0 January 2009 Instruction Report Home Condition Report Member Smith Mr Andrew Property type House p No of bedrooms Select v Your reference Select Key location Main contact for a Cl Contac Contact nal 0 1 2 a Contact type 5 Contact typ Contact name 3 8 Preferred phone eferre Your reference enter any reference number you might have for this instruction Instruction Report Energy Performance Certificate Assessor Smith Mr Andrew i Property type No of bedrooms Key location select the most appropriate location NB there is a Useful notes field at the bottom of the screen which can and should be used to enter additional information Instruction Report Assessor Property type No of bedrooms Your reference Key location Main contact for a Contact type At Client Owner Other Contact name 3 2 2 Instruction address Having completed the mandatory information the address of the property needs entering NES one Instruction address House number Name Street Locality
21. ce lt r Contact 3 Optional Contact type Contact name Preferred phone Other phone Contact e mail Other Terms and conditions Support Privacy Plt co w Contact Contact Preferre Other p Contact All of the fields within this section of a new instruction are mandatory Report select the report type Page 5 User Guide Instruction Manager v1 0 January 2009 Create new instruct i Instruction Instruction a House number Report Assessor Select Street Commercial EPC Level 3 Property type Commerrcid EPC Level d Locality No of bedrooms Commercial EPC Level 4 On Construction Town City Your reference oa rae Postcode Key location a Ty Main contact for al Home Condition Survey Buyer ee Northern Ireland Energy Peformance Cerificate Contact type Scottish Energy Performance Certificate state Agent Contact name Po Contact name Preferred phone eee Preferred phone Other phone Other phone Assessor select the assessor to do the report The list of available assessors will be qualified by the type of report requested House numbe Property type 1a of bedrooms D own City Your reference Postcode Key location Main contact for access 1 Contact 2 Optional Property type select the type of property to be surveyed from the 4 types availa
22. ction with just using that status Instruction man lt E Offered Delivered C Accepted C cancellet Date options i From m To Fe E Appointment made F Unassidnd P Delivered date v 01 Jun 2008 30 Jun 2008 dd MMM yyyy dd MMM yyyy To enter the dates shown above use the calendar control located beside each date box or type the date in the format below June i 2008 Mo Tu 2 3 9 Once the desired search options are selected click Search to action the filter Click Reset to restore the defaults Page 12 User Guide Instruction Manager v1 0 January 2009 The statuses are as follows Offered the instruction has been offered to an assessor but has not yet been accepted or rejected Accepted the assessor has accepted the instruction but the appointment is not yet made Appointment made the appointment has been set but the report has not yet been lodged it may have been started Delivered the report has been lodged and is retrievable Cancelled the instruction has been cancelled Unassigned the instruction has been rejected by the assessor to whom it was assigned and needs to be re assigned 3 3 2 Instruction details To view the details of an instruction click the View link at the beginning of the line Status v Offered Delivered Accepted Cancelled Date Appointment made Unassigned Client ref Report id Action Clicking the link displays the instruction deta
23. dicator levels click the a button next to the field Telephone Mobile E mail a Page 19 User Guide Instruction Manager v1 0 January 2009 This displays the following information lerepnone 020723692369 mas po E mail andy spencer boltblue com Website Se The password strength is split into 4 levels Best Strong Acceptable and Poor The Best rating applies if the password is between 14 and 20 characters Inclusive and contains characters from each of the four character sets Character sets defined below L IL o l A Strong rating applies if the password is between 8 and 20 characters Inclusive and contains characters from only three character sets An Acceptable rating applies if the password is between 8 and 20 characters Inclusive and contains characters from only two character sets Alternatively the password is between 10 and 20 characters and contains characters from only one character set erms and conditions Support Privac A Weak rating will apply if the password fails to meet all the other levels or is contained in our list of weak passwords Character sets A Z a z 0 9 Other Printable Characters The information that is displayed explains each level Page 20 User Guide Instruction Manager v1 0 January 2009 4 instruction Manager for the assessor This section describes Instruction Manager from the perspective of the assess
24. e Wed Thu Fri Sat 26 29 30 31 1 2 a 4 5 6 7 B 9 10 11 12 13 4 15 1b 17 Date of inspection 188619 20 23 2 2 24 is 25 26 237 28 29 30 3i Furpose for EPC Start report Complete the screen and click Start report When all the data has been entered and reviewed the report will be lodged Page 29 User Guide Instruction Manager v1 0 January 2009 Lodge the report 55 Ann Street LONDON SE18 7LS PRRN 45309 Related Parties Disclosure No related party disclosure to be made v NHER ERG Onine Once the report has been lodged with the Certification Scheme no further changes can be made Please ensure that your site notes have been uploaded Pressing Lodge Report may take some time Please be patient while your documents are generated Do not refresh the page as this can lead to delays and errors Lodge Report Click Lodge Report Report management 55 Ann Street LONDON SE18 7LS PRRN 45309 Home Useful Documents RRN 8171 6229 4500 4245 7096 EnergyData 45309 pdf EPC EPC 45309 pdf Cll Oe o a_n omit om m oo eal TO 1 bonim Sce nm owe AssetRating 45309 png RDSAP 9 82 gt Upload documents There are 3 files uploaded Click the above link to update this section RRN of the Lodged EPC 8171 6229 4500 4245 7096 Copy to clipboa Ly ta lal EPG Ont em In order to paste it into for example an email The normal Report management screen
25. ed Set an appointment Appointment Date Or in the list amp NES one E Status V Offered M Delivered Client All v E Accepted Cancelled Date options All iv ee To ga l M Appointment made dd MMM yyy i 1 Client rof Address Report e Ceni Status P p 1234567 AB 55 Any Street London NW4 8UT EPC AAA Agency Accepted Report id k111 AAA Ag Accepted View 344344343 127 high street milton keeynes mk EPC AAA Agency Accepted View hjgjhgjhgjha 1 4 minster road london nw23ra HCR AAA Agency Accepted It should be noted that the instruction can be rejected at any stage of processing the instruction except after it has been Delivered i e the report has been lodged 4 3 Making the appointment Accepting the instruction allows one to move on to making the appointment and completing the instruction Once the appointment has been made it is recorded in the instruction Page 26 User Guide Instruction Manager v1 0 January 2009 Manage instruction NES on House Main contact Vendor Energy Performance Certificate Contact name Adrian Vend N A Preferred phone 0207444444 3 Other phone Smith Mr Don Contact e mail enan Status Accepted Address 55 Any Street London NW4 8UT Set an appointment Appointment Date a dd MMM yyyy Add a note to th stion v Max 100 characters Enter the date and time of the
26. elationship Membership number Company Accepted Page 37 User Guide Instruction Manager v1 0 January 2009
27. etailed explanation of this screen G NES one Chent Polvered instructions ng tii AAA Agency xYZ Estate Agents Rs To view clients already set up click View clients This screen is displayed Client managem Accepted 29 09 2008 17 02 34 Withdraw Frevious Next Add dient The clients are listed 1 The date the relationship was established and its status is shown 2 The status Accepted shows that the relationship has been accepted by both parties The number of instructions that have been completed i e a report delivered to the client is also shown 3 Click on the client name 1 to see the contact details for that client a amp NES one View client Client company name Telephone Client company address Mobile E mail Website Locality Town City County Postcode Title First name Last name As an assessor you cannot alter a client s details after the initial set up of that client but you can view them Click Back to return to the list 4 1 2 Adding a client A client can be added from the list of existing clients or from the main screen Page 22 User Guide Instruction Manager v1 0 January 2009 Instruction management Status V offered F Delivered M Accepted Cancelled Appointment made Client ref 1234567 AB 1234569 1234567 AB Report id View View View Back nt Click Add clie
28. from the relationship and re activate assessors who have previously withdrawn or been removed Each of these actions is considered in turn 5 2 1 Adding a new assessor It should be noted that you must have agreed the relationship with the assessor to be added in advance as they will be automatically requested to consent You will need their membership number It is also strongly recommended that you agree the addition of new assessors to the relationship with the assessor who originally set it up though you are not forced to do this In order to add a new assessor to your list of assessors enter the membership number in the Membership Number to add field Membership Number to add der C gt a rm this is the person you wish to add Inspector name Smith Mr Simon Inspector company PIMSS These inspectors can complete instructions Name Membership number Company Status Remove Smith Mr Andrew NHEROO1020 JS Energy Assessments Accepted Re activate Stanton Mr Andrew SAVA001012 A amp J Smith Energy Assessors Ltd Withdrawn Enter the membership number 1 Click the Add button 2 The name and company of the assessor you are wishing to add appears 3 Click Confirm to action the request to join 4 Page 34 User Guide Instruction Manager v1 0 January 2009 CA Manage users for cl Back These inspectors can complete instructions Name Membership number Company Status Remove Re activate Sta
29. ice or have any queries or need to resolve a problem please email support nesltd co uk or call 01908 442105 In the case of email we will do our best to respond within the next working day at the latest and you can of course email us at any time Yours sincerely NES one Support Team Navigate to www nes one co uk and use the login details provided You are advised to change your password from the system generated entry word emailed to you You can do this once you are logged in Please see section 3 6 for an explanation as to how to do this You as a client are presented with the following main menu on your Home page Page 3 User Guide Instruction Manager v1 0 January 2009 NES one 4a 4B JES A z 7 NES one Velcome to instructi p gt New Instruction FE instruction Management gt Manage Members E my Account gt Log off Andy Spencer This menu allows for a number of functions all of which are described in detail in this document New Instruction create and offer a new instruction Instruction Management review instructions view their status manage them pass and receive information relating to the instruction and receive the final report Manage Members add and remove assessors from your Instruction Manager My Account manage the details of your personal NES one account Log off Log off the NES one system 3 2Offering a new instruction To offer a new instruction click New Instruction
30. il Page 13 User Guide Instruction Manager v1 0 January 2009 Bei Manage instructio G a NES one Property House Address 55 Any Street Main contact Vendor _ Report Energy Performance Certificate ae Contact name Adrian Vend Report id N A Preferred phone 02074444444 Client ref 1234567 AB 1 Other phone Client Spencer Mr Andy Contact e mail Instructed to Smith Mr Andrew Bedrooms 3 3 Status Offered 2 Add a note to the instruction Note 4 Cancel appointment 6 7 View history notes 5 Terms and conditions Support Property and contact details are shown at the top of the screen 1 The status of the instruction is displayed 2 This instruction has been Offered to an assessor and has not yet been accepted or rejected see section 4 below for more about statuses and managing instructions There can be up to three contacts for an instruction Click the All contacts button 3 to see the second and third contacts The Note section 4 is used to pass information between the client and the assessor It can be used by either party at any time Click View history notes 5 to view the progress that the instruction has made and any notes that have been added previously History information about the current instruction Date Modified by Status 7 10 2008 5 08 05 PM Spencer Mr Andy These are useful notes 7 10 2008 5 08 05 PM Spencer Mr Andy Instruction offered to inspector Previous Next Various but
31. ing the changes to the screen This initiates an automated email to the client giving them their login details thereby enabling them to start issuing you with instructions 4 2 Receiving a new instruction When an instruction is sent to you you will receive an SMS text message saying that the instruction has been delivered and giving you the address of the property to be assessed To accept the instruction you need to log on to NES one gt New Report gt Existing Reports gt My Account gt Statement And Credi gt Instruction Management 1 new instruction offered gt Useful Documents gt Log off Andrew Smith Page 24 User Guide Instruction Manager v1 0 January 2009 The offer of the new instruction is shown on your Welcome screen next to the Instruction Management menu item Either click the link to go directly to the instruction or click on the Instruction Management link to view the list of instructions there may be more than one instruction on offer Instruction managem amp y aa aiei H NES one Status Offered Delivered Client All E w Accepted Cancelled Date options AJl v F i i g To 2 M Appointment made dd MMM yy Jd MMM yyy Action Client ref Repuri iype C amp ent Status View 1234567 AB 55 Any Street London NW4 8UT EPC AAA Agency 127 high street mk mk11lat AAA Agena View 344344343 127 high street
32. milton keeynes mk AAA Agency Accepted Address On navigating to the list the instruction on offer is shown as Offered and is at the top of the list Bear in mind that the list can be filtered at any time Click the View link at the left of the instruction NES one Property House Main contact Vendor j Report type Energy Performance Certificate Contact name Adrian Vend Report id N A Preferred phone 0207444444 Bedrooms 3 Other phone Client De Contact e mail Client ref 1234567 AB Status Offered Address 55 Any Street London NW4 8UT Add a note to the instruction Max 100 characters Accept instruction Reject instruction View history notes Terms and conditions Si All of the details of the instruction are displayed The status is shown 1 To accept the instruction click Accept instruction The status changes to Accepted both in your view and the client s The instruction can be rejected by clicking the Reject instruction button At any time additional notes can added and the history Page 25 User Guide Instruction Manager v1 0 January 2009 viewed To add a note click in the Note section and once you have typed your note click Add note To view the notes and the history of the instruction click View history notes Manage instru Property House Report type Energy Performance Certificate Report id N A Bedrooms 3 Client tMr Don 1234567 AB Accept
33. nstruction Manager for the assessor 4 1 Setting up a new client relationship 4 1 1 Viewing clients already set up 4 1 2 Adding a client 4 2 Receiving a new instruction 4 3 Making the appointment 4 4 Writing the EPC or report and delivering it to the client 5 Managing relationships 5 1 Managing relationships the assessor perspective 5 2 Managing relationships the client perspective 5 2 1 Adding a new assessor 5 2 2 Removing an assessor 5 2 3 Re activating an assessor 2 General description Instruction Manager IM enables assessors clients for example estate agents letting agents and conveyancers to offer instructions to provide EPCs HCRs and other reports to assessors IM achieves this by allowing assessors to set up electronic relationships with their clients as many relationships as they wish and via these link ups the client offers instructions to the assessor who can accept or reject the instruction Essentially IM streamlines the process of issuing and managing jobs Once the instruction is accepted it is then managed via IM As the instruction progresses various statuses are set for example Appointment made and these statuses are both summarised and detailed and are viewable by both the client and the assessor At all times both parties know the point the job has reached and can see exactly what is happening Notes can be added to the job at any point by either party At the end of the process the EPC or other re
34. nton Mr Andrew AVE wc h Energy Assessors Ltd Withdrawn This request is sent to the assessor who has to consent to join the relationship at which point the status will change to Accepted They will be alerted to the request on logging into NES one gt New Report gt Existing Reports gt My Account gt Statement And Credit gt Instruction Management A new client has contacted you E guest srn e Useful Documents The assessor clicks the A new client link EB NES one If you are in agreement to joining please agree to give your contact details to AAA Agency and agree to the terms and conditions after reading AAA Agency would like to offer you instructions and is inviting you to join their Instruction Manager AAA Agency don smith aaaagency cop Back Terms and conditions Support Priv Page 35 User Guide Instruction Manager v1 0 January 2009 The assessor can see who is contacting them to offer instructions They can accept the delivery of contact details to you and the terms They either Accept or Decline the invitation to join the relationship by clicking the relevant button 5 2 2 Removing an assessor An assessor can be removed from the relationship from within the list of assessors in the relationship vrs can complete instructions Action Name Membership number Smith Mr Andrew Smith imon Company Status NHER00
35. or Crucially it is the assessor that initiates relationships with clients and the process for doing this is described in section 4 1 The remainder of the section describes how to manage instructions and deliver your reports to the client 4 1 Setting up a new client relationship A new client can be set up at any time and there is no limit on the number of clients you may have set up and indeed active at any one time 4 1 1 Viewing clients already set up In order to view clients that you already have set up navigate to Instruction Management from your Pe New Report gt Existing Reports g My Account gt Instruction Management ag Quest SPN gt Useful Documents gt Log off Andrew Smith Click the Instruction Management link _ Instruction mani O a Status V Offered Delivered Client All iv Accepted Cancelled Date options All vl E E Appointment made Client ref Address Status 1234567 AB 42347 55 Any Street London Nw4 8UT XYZ Estate Agents Delivered 1234569 42257 55 Any Street London NW4 8UT XYZ Estate Agents Delivered 1234567 AB 55 Any Street London Nw4 8UT XYZ Estate Agents Cancelled Previous Next Add dient Terms and conditions Support Privacy Page 21 User Guide Instruction Manager v1 0 January 2009 Your list of existing instructions is displayed together with the filters that enable you to keep the list manageable Please see section 4 3 below for a more d
36. pointment made Previous Next The key purpose of using the filters or search options is to reduce the size of the list The default is that all instructions are displayed The list can be filtered by the status of the instruction see further down this section for an explanation of statuses To refine the list using status switch off the statuses you do not wish to view by un checking the tick boxes Status offered Delivered Accepted CO Cancelled Date optio Appointment made Al From rig Ut C Unassigned Address 55 Any Street London NW4 8UT Previous Next Reference 1234569 Report id View Report Page 11 User Guide Instruction Manager v1 0 January 2009 The list can also be searched or refined using date options NES one status Offered Delivered Accepted Cancelled Date options Appointment made Unassigned Appointment date Delivered date The default is to show instructions irrespective of the Appointment date or Delivered date Selection of either of these two options allows you to enter a range of dates The Appointment date is the date specified by the assessor as to when the inspection is scheduled for or took place The Delivered date is the date the EPC or other report was lodged on the Central Register Using date options is a particularly useful way to see for example all completed reports for a month in G NES one conjun
37. port as commissioned is delivered to the client automatically If you are providing instructions to assessors etc please read section 3 below If you are an assessor please go in particular to section 4 but do read section 3 as well as this section covers introductory material such as what constitutes an instruction how to filter the list of instructions and the basics of instruction status Page 2 User Guide Instruction Manager v1 0 January 2009 3 Instruction Manager for the client The client is set up in the first instance by the assessor but once set up they manage the relationship This section describes how the client is set up initially and how they offer and manage instructions 3 1Getting started The assessor initiates the relationship See section 4 1 2 Adding a client They set up the client s login and in setting up this login generate an automatic email to the client that gives them all the details they need to log in An example of this email is shown here note this is a sample mail Andy Spencer You have been registered to use the NES one Service Your login was setup by Andrew Smith Web site www nes one co uk Username andy spencer boltblue com Entry word XXXXXXX Please change this entry word to something more memorable when you login Once you login you will find a help guide under the Getting started link in the Useful Documents If at any time you need assistance using the NES one Serv
38. s case the following The useful notes section is used to record any extra details s and conditions required for the inspector to complete this instruction Click Confirm to confirm and send the instruction to the assessor or Cancel to throw it away Page 9 User Guide Instruction Manager v1 0 January 2009 _ Create new ins amp NES one Instruction Instruction address Report Energy Performance Certificate v House number Name 55 Assessor Smith Mr Andrew Street Any Street Property type House v Locality No of bedrooms 3 v Town City London Your reference 1234567 AB Postcode NW4 8UT Key location At Property v Main contact for access Contact 2 Optional C Contact 3 Optional Contact type Vendor v Contact type Estate Agent Contact name Adrian Vend Contact name Anthony Agent Preferred phone 92074444444 Preferred phone 0207666666666 Other phone Other phone 0799999999999 Contact e mail Contact e mail Useful notes These are useful NOTES 220 Cancel Confirm Terms and conditions Sup The assessor will receive an alert on their welcome screen on their next login to NES one and an SMS text message alerting them to the arrival of the instruction See the next section to learn how to manage
39. ted Cancelled Date options AJ v Appointment made Unassigned S Report id Address Report type Status 567 AB 55 Any Street London Nw4 8UT EPE Appointment made Delivered 1234569 Report 55 Any Street London NW4 8UT EPC 1234567 AB 55 Any Street London Nw4 8UT EPC Previous Next View View Cancelled The status shows Appointment made 1 Click the View link next to the reference to view the detail 2 Page 15 User Guide Instruction Manager v1 0 January 2009 O NES one Property House Main contact Vendor Report type Energy Performance Certificate Contact name Adrian Vend Report id N A Preferred phone 02044444444 Bedrooms 3 Other phone Instructed to Smith Mr Andrew Contact e mail Reference no 1234567 AB Inspector tel 0870 837 6565 Inspector e mail andre cer123 tiscali co uk 55 Any Street Status Appointment London Nw4 8UT Set an appointment Appointment Date 06 Oct 2008 3 dd MMM yyyy Time 18 30 HH m g Add note Cancel appointment Max 100 characters View history i Cancel instruction Terms and conditions Support f The details of the appointment are shown 1 You can cancel the instruction at any time by clicking the Cancel instruction button Alternatively click Back to exit the instruction without making any changes You may add a note at any stage by typing in the Note box and clicking Add note
40. tons will appear under the Notes section 6 relating to the appointment depending on the status of the instruction see section 3 4 below Click Back 7 to return to your list of instructions Page 14 User Guide Instruction Manager v1 0 January 2009 3 4Managing the instruction statuses The example instruction shown above is one that has been offered to an assessor i e it has been set up and despatched The status is shown as Offered This section will explore how that instruction progresses and how it can be managed The assessor will have received notification of the instruction and will either accept or reject the instruction Either action will change its status If it is rejected it will become Unassigned and will need to be assigned to another assessor The following example assumes that the instruction has G NES ong House Address 55 Any Street Main contact Vendor London been accepted Energy Performance Certificate NW4 8UT Contact name Adrian Vend N A Preferred phone 02074444444 1234567 AB Other phone Spencer Mr Andy Contact e mail 3 Accepted d mmm yyyy eCe ga Time Add a note to the instruction Note Its status changes to Accepted 1 However in this example the appointment has not yet been set by the assessor 2 Once the assessor has set the appointment the instruction shows in the list of instructions as follows Status v Offered Delivered Accep
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